

• What is a Roth Conversion?
• The problems conversions create
• The conventional trap
• The OPM (Other People's Money) solution
• Implementing your plan
LGC Headquarters
13446 Poway Rd Suite 160, Poway California 92064
Contact
(760) 604-6610
Free Consultation
More questions? No problem! Book a private consultation with Lisa by clicking below:
Investment Advisory Services are offered through Infinity Financial Services Advisory, an SEC Registered Investment Advisor. Securities Products offered through Infinity Financial Services, Member FINRA, SIPC.
©2026. LGC FINANCIAL. All Rights Reserved.
This is not an offer, or solicitation of any offer to buy or sell any security, investment, or other product, nor do we accept, buy, sell or cancel orders by email, or any instructions by email that would require your signature. Investment Advisory Services are offered through Infinity Financial Services Advisory, an SEC Registered Investment Advisor. Securities Products offered through Infinity Financial Services, Member FINRA/SIPC.


Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.


Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
